Is it also possible to add a filter on the #LOOP_BEGIN token to loop for certain related records? I'm using two objects: Invoice and InvoiceLines. I want to create an Excel template where i want to print only certain InvoiceLInes records. Right now, it loops through all related records....
Please loop using View to filter certain records.
I have read that piece in the documentation. I only want to loop through the related records (within the same object) with a filter. Is that possible? I will try to use the view, thanks for the reply
No, not possible.
Hi Bakar,
In your InvoiceLines object, create a view with specific filters.
Get its Original View ID and use that in your LOOP_BEGIN / END tokens.
(You can also get this from the drop-down helpers).
This should in turn create a view of related records from Invoice with inherited filter from the View of InvoiceLines.
Invoice >> Loop of Related InvoiceLines (view w/ filters)
Something like this.
Thanks,
Piscoso, Martin
Rollbase